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1Stream Platform

1Stream Platform

This section will highlight articles that involve tasks for Administrative users using the 1Stream Portal.

Admin User Functions

Marked Titles in 1Stream

Marked Territories in 1Stream

Adjusting the Recording Extension for the Voicemail Drop Feature

Client Alerts in 1Stream

Changing Passwords in the 1Stream Portal

Sending the 1Stream Welcome Email

Making Ticket Form Snapshots Default

Creating Ticket Note Templates

Syncing CRM Contacts in 1Stream

1Stream Admin User Section

Configuring a Screen Pop URL

Creating API Keys in 1Stream

Custom Caller ID Tool in 1Stream

Getting Started with 1Stream

Managing Teams in 1Stream

Playing Call Recordings in 1Stream

Removing and Re-adding 1Stream Users

Screen Pop on New Calls

Setting Inbound Call Scripts in 1Stream

Using Marked Titles in 1Stream

Where Can the Number of Simultaneous Calls Be Found?

Voicemail to Ticket Functionality

Workforce Management in 1Stream

1Stream API

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Application Download

Downloading the 1Stream Legacy Desktop Application

1Stream Client Chrome Extension

Utilizing 1Stream's Click-To-Dial Chrome Extension

AutoTask Integration

Autotask Integration with 1Stream

Autotask Integration Section

Autotask Ticket Creation Troubleshooting Guide

AutoTask Security PIN Setup

BrightGauge

Data Available in BrightGauge

BrightGauge Integration Setup

Importing .CSV Files In BrightGauge

Recommended Field Types for BrightGauge CSVs

Example BrightGauge Gauges

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Call Routing Features

1Stream Enhanced Dial-By-Name Directory Feature

Priority Call Routing

Security PIN Routing

Ticket Number Call Routing

1Stream Enhanced Dial-By-Name FAQ

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Call Tools

Call Activity in 1Stream

1Stream Call Tools

1Stream Callback Tool

1Stream Webhooks

Beep Recorder in 1Stream

Client Call Dispositions in 1Stream

Holiday Importer Tool

Call Segments in 1Stream

PIN Verification Tool

Using the Audio Scheduler Tool

Voicemail Drop 1Stream Feature

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ConnectWise Integration

ConnectWise Integration Section

Adding ConnectWise Pods

ConnectWise Company Notes

ConnectWise Integration Troubleshooting Guide

ConnectWise Security PIN Setup

Pulling API Logs from ConnectWise

Reloading ConnectWise Pods with TimeZest

Setting up ConnectWise Integration

ConnectWise Security Role Permissions

Added Too Many ConnectWise Pods

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CrewHu

CrewHu Integration with 1Stream

Creating a Crewhu Contest

CRM Management

1Stream CRM Management

1Stream Integrations

Managing CRM Boards

Mapping CRM Users

Marking a Primary CRM in 1Stream

Reordering 1Stream CRM Tabs

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DropBox Integration

Dropbox Integration Setup

End User Management

1Stream User Permissions

1Stream End User Management Section

Changing 1Stream User Types

Managing Users in 1Stream

Managing User Role Accesses in 1Stream

Unlocking User Accounts in 1Stream

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Enterprise Portal

The 1Stream Enterprise Portal

Adding Custom Statuses

Adding a Wallboard Filter in the Enterprise Portal

Changing Custom Statuses in the Supervisor Dashboard

Creating Custom Statuses

Creating a Filter Group

Enterprise Licensed Reports

Managing Enterprise Portal Users

SLA Based Reporting

The 1Stream Wallboard

The Supervisor Dashboard

1Stream Block Wallboard

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HubSpot Integration

HubSpot Integration Setup

Freshdesk Integration

Freshdesk Integration Setup

General Troubleshooting

1Stream Client not showing up on Windows devices

Blank Screen in the 1Stream Portal

Receiving Emails from 1Stream API

Hudu

Hudu with AutoTask Integration Setup

Hudu with ConnectWise Integration Setup

InfusionSoft Integration

InfusionSoft Integration Setup

Insightly

Insightly Integration Setup

Liongard Integration

Setting up Liongard Integration

Kaseya BMS

KaseyaBMS Integration Setup

KaseyaBMS Security PIN

MSPbots Integration

MSPBots Integration

Generating an MSPBots Dashboard

OneDrive Integration

OneDrive Integration Setup

Power BI

Microsoft Power BI Integration Section

Opening .CSV Files In Microsoft Power BI

Power BI Desktop Integration

Power BI Premium and Fabric Capacity Integration

Progressive Dialer

Using the 1Stream Voicemail Drop Feature

The Progressive Dialer Dashboard

Progressive Dialer Section

Creating a CRM-based Dialing List in 1Stream

Creating a CSV-based Dialing List in 1Stream

Editing a Campaign in 1Stream

Exporting Progressive Dialer Job Reports

Using the Progressive Dialer in 1Stream

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Reports

1Stream Report Section

1Stream Available Reports

1Stream Call Data Reporting

How to Pull Reports in 1Stream

How to Schedule Reports in 1Stream

Client Contact Groups

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Salesforce

Salesforce Integration with 1Stream

Salesforce User Password Reset

Salesforce Integration Section

Basic Salesforce Integration with Phone System Management Console

ServiceNow Integration

ServiceNow Integration Setup

Signal

Using Statuses with Auto Logout Tool

Signal Features Overview

Auto Logout Threshold in 1Stream

Queue Change Signal Setup

Voicemail Monitoring Signal Setup

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SyncroMSP

SyncroMSP Integrations with 1Stream

SyncroMSP Security PIN Setup

ZenDesk Integration

Zendesk Integration

Halo Integration

Advanced Halo Integration with 1Stream

HaloPSA Screen Pop URL

Transcription and Analytics

Call Transcription using Azure Cognitive Services with Sentiment Analysis

Call Transcription Integration Section

Call Transcription with Microsoft Azure

Configuring Transcription & Analytics Settings

Call Transcription with Amazon Transcribe

Call Transcription with Google Speech-to-Text

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